A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 2,117 shares of WMT stock, worth $215,256. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,117
Previous 2,131 0.66%
Holding current value
$215,256
Previous $187 Million 10.5%
% of portfolio
0.14%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

SELL
$81.79 - $99.98 $1,145 - $1,399
-14 Reduced 0.66%
2,117 $207 Million
Q1 2025

May 15, 2025

BUY
$84.5 - $105.05 $41,827 - $51,999
495 Added 30.26%
2,131 $187 Million
Q4 2024

Feb 14, 2025

BUY
$79.1 - $95.7 $129,407 - $156,565
1,636 New
1,636 $148 Million

Others Institutions Holding WMT

About Walmart Inc.


  • Ticker WMT
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 2,714,240,000
  • Market Cap $276B
  • Description
  • Walmart Inc. engages in the operation of retail, wholesale, and other units worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores; membership-only warehouse clubs; ecommerce webs...
More about WMT
Track This Portfolio

Track Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.